Sage Capital is currently investing capital on behalf of The Sage Capital Investors Roundtable II, LLC (the “Roundtable”), a committed fund whose investors are comprised of current and retired executives, their families and the principals of Sage Capital. The Roundtable’s investing partners – all individuals – bring together a formidable track record as managers and investors in businesses across a broad array of industries in manufacturing, wholesale, retail, finance and business services.
The Roundtable differs from a traditional private equity fund in certain key respects, endeavoring to be a partner of choice for management and owners of lower-middle market businesses. Distinguishing hallmarks of the Roundtable include:
|Experience:||Current and retired executives who contribute judgment in addition to capital.|
|Engagement:||Active participation is enshrined in the Roundtable’s governance and economics.|
|Long-Term:||The fund has no liquidation date and can own investments indefinitely.|
|Alignment:||Sage Capital’s principals provide 20% of the capital.|
|Fees:||Firm compensation is tied to performance, not assets under management.|
|Taxation:||As individuals, the Roundtable can own single-tax entities like LLCs and S-corps.|